CLIENT SUPPORT SPECIALIST RESUME EXAMPLE

Published: July 26, 2024 - The Client Support Specialist mentors supervisors and managers, enhancing their training delivery with tailored content and methods, and evaluating the impact to ensure effectiveness. Facilitate specialized system training, manage banking software integration, and oversee the setup of new Health Savings Accounts in compliance with regulatory standards. Additionally, the role involves troubleshooting technical issues, recommending system enhancements, and developing essential training materials to optimize client support operations.

Tips for Client Support Specialist Skills and Responsibilities on a Resume

1. Client Support Specialist, Beacon Services, Orlando, FL

Job Summary: 

  • Advise homeowner clients regarding the marketing and management of their rental properties
  • Review and critique homeowners' listings
  • Collaborate with other team members to problem-solve and innovate creative solutions
  • Test new website features and enhancements before live implementation
  • Support and maintain ongoing relationships with clients via phone and email
  • Create inventories of customer voice and data services via analysis of invoices, customer service records (CSRs), and carrier portal information.
  • Audit customer voice and data services via analysis of invoices, customer service records (CSRs), and carrier portal information.
  • Maintain customer information databases and provide back-up support 
  • Successfully perform daily job responsibilities with minimal support or direction from management.
  • Demonstrate a sense of urgency, delivering bad news, calm under pressure, and portraying a sense of ownership.
  • Capable of maintaining a specialized role and/or area of responsibility.


Skills on Resume: 

  • Property Marketing Advice (Hard Skills)
  • Listing Review (Hard Skills)
  • Team Collaboration (Soft Skills)
  • Website Testing (Hard Skills)
  • Client Relationship Support (Soft Skills)
  • Data Analysis (Hard Skills)
  • Audit Services (Hard Skills)
  • Independent Work Capability (Soft Skills)

2. Client Support Specialist, River Tech, Austin, TX

Job Summary: 

  • Responsible for assisting these various customers with their needs including but not limited to scheduling, onsite support and post-sales diagnostics.
  • Develop and maintain excellent client relationships (e.g. design consultants, professionals, external customers) 
  • Advise/educate clients within procedural guidelines to ensure a complete solution to their technical or service questions
  • Communicate the final resolution back to the customer via e-mail and/or phone
  • Record comprehensive details of the interaction via the case-tracking system to enable accurate tracking and reporting
  • Meet and exceed service level agreements and personal metric goals
  • Demonstrate a commitment to quality improvement and root-cause diagnosis to prevent issue recurrence
  • Provide support and best practices to the client for all products in accordance with standard operating procedures
  • Participate in initial and ongoing training of new features and functionality
  • Communicate product updates, new features, and functionality to a client base
  • Use troubleshooting techniques and tools to identify the root cause of issues
  • Research client/customer complaints about product and service failures


Skills on Resume: 

  • Customer Scheduling Support (Hard Skills)
  • Client Relationship Management (Soft Skills)
  • Technical Advising (Hard Skills)
  • Resolution Communication (Soft Skills)
  • Case Documentation (Hard Skills)
  • SLA Achievement (Hard Skills)
  • Quality Improvement (Soft Skills)
  • Product Troubleshooting (Hard Skills)

3. Client Support Specialist, Summit Solutions, Denver, CO

Job Summary: 

  • Ensure proper documentation and deliverables are being received from the appropriate parties
  • Provide consistent communication and submission of deliverables for invoicing status, A/R and overages
  • Prepare and manage monthly invoices and production reports, P/O budgets vs estimate reporting
  • Provide a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
  • Be a point of contact for clients and third parties dealing with general inquiries
  • Be responsible for business submission using bespoke software
  • Ensure that the business obtained is being processed accurately and in a timely way, ensuring all the required documentation supports the file
  • Assist in quality assurance, deployment, and preparation for new releases
  • Expand skill set in technologies such as SQL, Java, XML, and HTML, to create solutions for customers.
  • Enter and manage support cases using JIRA and Salesforce and ensure these requests are included in appropriate weekly development sprints
  • Participate in Quarterly Business Reviews in support of the Federal Sales Team
  • Work closely with the Support team to investigate and resolve issues


Skills on Resume:

  • Documentation Oversight (Hard Skills)
  • Financial Reporting (Hard Skills)
  • Customer Service (Soft Skills)
  • Client Communication (Soft Skills)
  • Software Proficiency (Hard Skills)
  • Quality Assurance (Hard Skills)
  • Tech Skills Enhancement (Hard Skills)
  • Case Management (Hard Skills)

4. Client Support Specialist, Pinecrest Technologies, Raleigh, NC

Job Summary: 

  • Manage first-level support for incoming customer inquiries via email and phone and provide basic troubleshooting support in a timely and professional manner
  • Develop documentation, knowledge base articles, FAQ, and training materials for the internal support team
  • Drive a successful product experience by identifying and recording bugs and feature requests and managing resulting customer communication
  • Define and develop proper escalation of unresolved issues to collaborate with the appropriate internal teams such as Product, Engineering and Customer Success 
  • Ensure resolving client issues promptly and efficiently
  • Identify trends to address with the client or internally to improve client experience and workflow
  • Cultivate processes and team culture for scale
  • Other support-related special projects during downtime
  • Approach every client interaction with a total service mentality, cultivating a deep understanding of the client experience and developing proficiency in all client interface tools
  • Serve as one of the front-line support representatives, triaging new cases arriving from multiple channels
  • Diagnose problems and control the flow and prioritization of requests to development teams
  • Investigate and fix issues reported by users
  • Communicate progress back to every client and sett clear expectations on resolution
  • Share results back to the organization to inform decisions about product roadmap planning and service offerings


Skills on Resume:

  • First-Level Support Management (Hard Skills)
  • Documentation and Training Development (Hard Skills)
  • Bug Tracking and Communication (Hard Skills)
  • Issue Escalation Procedures (Hard Skills)
  • Trend Analysis (Hard Skills)
  • Process Development (Soft Skills)
  • Client Interaction Proficiency (Soft Skills)
  • Multi-Channel Case Triage (Hard Skills)

5. Client Support Specialist, Horizon Enterprises, Omaha, NE

Job Summary: 

  • Drive efficiency and productivity within the field service organization while delivering a best-in-class customer service experience for all customers.
  • Achieve and maintain a positive rapport with customers to update them on their critical service ticket status within specific timeframes.
  • Schedule preventative maintenance, calibration, installations, and emergency calls while prioritizing the work as appropriate on any given day.
  • Find opportunities for combining open work to improve the efficiency of field service engineers based on specific criteria.
  • Use SAP and C4C to retrieve customer and other installed base information, inventory availability, part order status, all work ticket updates, and to make changes
  • Handle open work ticket funnel, review and update service scheduling tool timely to ensure data accuracy.
  • Monitor work ticket status, identify potential causes of scheduling delay, and take proactive actions to shorten the lead time to schedule the service visits
  • Assist with reviewing and processing service tickets to improve customer response time and quote turnaround time
  • Assist with the closure of service tickets to invoice customers timely.
  • Collaborate with the field service teams to drive revenue growth.
  • Contributes to team effort by accomplishing related results 
  • Assigned specific offline projects and daily operations activities.


Skills on Resume:

  • Customer Relationship Management (Soft Skills)
  • Preventative Maintenance Scheduling (Hard Skills)
  • Work Optimization (Hard Skills)
  • SAP and C4C Proficiency (Hard Skills)
  • Data Accuracy and Management (Hard Skills)
  • Proactive Problem Solving (Soft Skills)
  • Service Ticket Processing (Hard Skills)
  • Team Collaboration and Revenue Growth (Soft Skills)

6. Client Support Specialist, Cedar Solutions, Boise, ID

Job Summary: 

  • Deliver timely, accurate customer support through a variety of models, including emails, messengers, phone calls
  • Troubleshooting, keeping the number of interactions required to resolve each issue as low as possible.
  • Create and monitor support tickets through to resolution, keeping customers informed throughout.
  • Maintain an up-to-date Help Center including monthly product updates, and updated articles as changes occur
  • New articles as new customer support needs are identified.
  • Track customer satisfaction, and use data to continuously improve support processes.
  • Provide input to product, development, and design teams to enable those teams to solve customer needs.
  • Identify and escalate support requests from priority customers
  • Review orders for accuracy and process all subscription orders in CRM
  • Prepare files and coordinate shipping processing
  • Investigate and process claims
  • Serves as a backup for over-flow calls to the Inbound Call Center.


Skills on Resume:

  • Multi-Channel Support (Soft Skills)
  • Troubleshooting Efficiency (Hard Skills)
  • Ticket Management (Hard Skills)
  • Content Creation for Help Center (Hard Skills)
  • Customer Satisfaction Analysis (Hard Skills)
  • Cross-Functional Collaboration (Soft Skills)
  • Priority Escalation Management (Soft Skills)
  • Order and Claims Processing (Hard Skills)

7. Client Support Specialist, Echo Services, Tucson, AZ

Job Summary: 

  • Receive incoming client service calls providing top-tier customer service
  • Record notes from every client conversation in the database
  • Complete and process new business applications and client service work
  • Create and maintain client files for new accounts
  • Email Client advisor status updates daily to support the business needs
  • Follow-up with clients with updates
  • Prep new accounts for delivery and schedule client meetings
  • Assist client advisor with pre-appointment preparation
  • Assist with client update reports and mailings
  • Maintains all customer records, adds new subscribers to CRM, and updates accounts
  • Receives orders via e-commerce, credit card, cheque, or wire transfer
  • Adhere to compliance requirements at all times.


Skills on Resume:

  • Customer Service Excellence (Soft Skills)
  • Database Management (Hard Skills)
  • Application Processing (Hard Skills)
  • Client File Maintenance (Hard Skills)
  • Communication and Updates (Soft Skills)
  • Meeting Scheduling (Soft Skills)
  • CRM System Proficiency (Hard Skills)
  • Compliance Adherence (Hard Skills)

8. Client Support Specialist, Oakwood Systems, Richmond, VA

Job Summary: 

  • Provide client support through correspondence to new agents, new writers, and promoted agents.
  • Recognize different levels of leadership through sending intentional gifts.
  • Manage reoccurring conference calls including communicating with agents, assisting with Q&A, setting up Zoom, and coordinating with other departments to develop a PowerPoint presentation.
  • Oversee the entire contest management process.
  • Assess agent satisfaction via a survey to new agents, resigned agents, and Agency Owners and send a weekly report of trends to executive leadership.
  • Utilize trends found in assessment to develop content and select speakers for conference calls.
  • Promote intentionality and belonging through various projects.
  • Runs subscription reports on monthly and annual basis
  • Provides online access to subscribers through an online platform
  • Ensures clear communication amongst all departments, as well as the primary customer groups.
  • Processes below authority settlement requests from suppliers, submitting the requests to the client and documenting the results.
  • Processes reopen requests from suppliers, submitting the requests to the client and documenting the results.


Skills on Resume:

  • Client Support Coordination (Soft Skills)
  • Gift Management (Soft Skills)
  • Event and Call Organization (Hard Skills)
  • Contest Management (Hard Skills)
  • Survey Administration and Analysis (Hard Skills)
  • Content Development (Soft Skills)
  • Interdepartmental Communication (Soft Skills)
  • Documentation and Processing (Hard Skills)

9. Client Support Specialist, Crystal Networks, Madison, WI

Job Summary: 

  • Acts as the client’s primary point of contact for all day-to-day and account level inquiries.
  • Performs the daily functions related to running the hold queue tools and involves management
  • Supports management in resolving off-board-related tasks.
  • Seeks out clarification or additional information from clients to document internal processes and supplier work standards.
  • Ensures the accuracy of all documentation and reporting submitted to clients.
  • Communicates process and system changes and issues to all levels
  • Continues to track and stay involved until all changes are implemented and issues resolved.
  • Acts as a liaison with IT, Finance, Audit, Media, Affidavits, Performance Management and/or other internal departments to accomplish client goals.
  • Communicates directly with attorneys and agency suppliers to resolve account-level issues.
  • Escalates to management any complaints, concerns, or observations that may impact the client relationship.
  • Manages special projects related to client initiatives as assigned by the client or management.
  • Performs periodic reviews of client inventory to ensure workflows and established processes are meeting client objectives.


Skills on Resume: 

  • Client Relationship Management (Soft Skills)
  • Process Management (Hard Skills)
  • Information Clarification (Soft Skills)
  • Documentation Accuracy (Hard Skills)
  • Cross-Departmental Coordination (Soft Skills)
  • Issue Resolution (Soft Skills)
  • Project Management (Hard Skills)
  • Workflow Review (Hard Skills)

10. Client Support Specialist, Peak Performance Solutions, Baton Rouge, LA

Job Summary: 

  • Utilize CRM (Customer-Relationship Management) system.
  • Provide ongoing relationship servicing to clients to further business, including status or enhancements to account productivity and suggestions for any resolutions.
  • Complete checking and savings account transactions to include verifying deposit amounts and customer account balances, and check examination via an online terminal.
  • Answer and route phone calls and give/take the appropriate information.
  • Provide day-to-day help to creators via helpdesk and community forums and
  • Develop unrivaled expertise in the platform and stay on top of new features.
  • Investigate, and liaise with the team to troubleshoot any issues
  • Guide customers to help them with issues related to their account, billing, or other transactional inquiries.
  • Track and analyze customer support data and think of ways to improve resolution times, response rates and satisfaction ratings.
  • Identify and advocate for robust solutions to recurring issues that affect the customer base
  • Manages exception reporting generated by automated processes to ensure exceptions are cleared on a timely and consistent basis.


Skills on Resume: 

  • CRM System Proficiency (Hard Skills)
  • Client Relationship Servicing (Soft Skills)
  • Transaction Processing (Hard Skills)
  • Communication and Routing (Soft Skills)
  • Platform Expertise Development (Hard Skills)
  • Problem Investigation and Troubleshooting (Hard Skills)
  • Customer Support Analysis (Hard Skills)
  • Exception Management (Hard Skills)

11. Client Support Specialist, Sterling Services, Hartford, CT

Job Summary: 

  • Build confidence and trust with the internal Revenue Team and clients
  • Connect with clients via phone, zoom, email and/or chat
  • Investigate, identify and resolve client needs and prepare collateral to support the client
  • Educate client users on specific product features
  • Analyze and report product malfunctions (e.g., by testing different scenarios or impersonating users)
  • Escalate repeat issues in a timely manner
  • Update internal databases/tools with information about technical issues and useful discussions with clients
  • Follow up with the client and all parties involved to ensure their technical issues are resolved
  • Gather customer feedback and share it with appropriate teams/individuals
  • Achieve company goals by hitting Client Support Specialist metrics
  • Perform client-facing activities such as performing virtual pieces of training and demonstrations of SANS voucher and registration systems, student portals, etc.
  • Respond and action requests from the sales team and their clients for the following support-related items 


Skills on Resume:

  • Relationship Building (Soft Skills)
  • Multi-channel Communication (Soft Skills)
  • Problem Identification and Resolution (Hard Skills)
  • Client Education (Soft Skills)
  • Product Testing and Analysis (Hard Skills)
  • Issue Escalation (Soft Skills)
  • Database Management (Hard Skills)
  • Feedback Collection and Distribution (Soft Skills)

12. Client Support Specialist, Redwood Digital, Fargo, ND

Job Summary: 

  • Analyze client needs and submit the appropriate ticket requirements/case categories in Salesforce.
  • Answer all incoming calls and provide excellent customer service to all client calls and emails.
  • Communicate and assist sales and technical teams with resolving client issues.
  • Responsible for providing clients with statements or reports
  • Responsible for reviewing client reports for accuracy and ensuring proper funding.
  • Act as point of contact for client questions and issues for the Company’s back-end processors and operational, technical, and control areas.
  • Provide communications externally to clients regarding ticket updates, production, and reporting communications.
  • Updates merchant account details
  • Responsible for providing client materials, access, and setups
  • Act as a mediator between clients, internal departments, and third parties.
  • Frequently communicate with clients, prospected clients, and other Company employees regarding specific client issues.
  • Respond to client cases and resolve, or properly route


Skills on Resume:

  • Salesforce Ticketing Proficiency (Hard Skills)
  • Customer Service Excellence (Soft Skills)
  • Interdepartmental Communication (Soft Skills)
  • Report Accuracy and Review (Hard Skills)
  • Client Relationship Management (Soft Skills)
  • Issue Resolution and Mediation (Soft Skills)
  • Account Management (Hard Skills)
  • Effective Communication (Soft Skills)

13. Client Support Specialist, Silverline Professionals, Charleston, WV

Job Summary: 

  • Provide specific information regarding the services, products, or materials offered
  • Assist customers with computer issues and provide troubleshooting information
  • Report and analyze customer information and needs
  • Issue billing details and open and close customer accounts
  • Manage and respond to client queries and inform customers of issue resolution
  • Coordinate with other departments to resolve client issues
  • Monitor, report, and escalate the status of workflow timelines
  • Contribute to revenue through client retention and by providing excellent customer support
  • Assist with project integration plans for clients, (examination of needs, recommendations, coordination of integrations between vendors, and oversite for technical integrations between systems.)
  • Communicate directly with clients regarding the status of projects and provide answers to client requests/questions
  • Update the client on current issues for additional information
  • Raise high-priority/escalation items to management to ensure tasks are completed promptly


Skills on Resume:

  • Product Knowledge (Hard Skills)
  • Technical Support (Hard Skills)
  • Customer Relationship Management (Soft Skills)
  • Billing Management (Hard Skills)
  • Interdepartmental Coordination (Soft Skills)
  • Workflow Monitoring (Hard Skills)
  • Project Integration Planning (Hard Skills)
  • Communication and Escalation Handling (Soft Skills)

14. Client Support Specialist, Prism Communications, Des Moines, IA

Job Summary: 

  • Deliver exceptional customer-centric service and order management to internal & external customers.
  • Own order management process from pre-order through delivery
  • Provide in-showroom coverage and schedule by the Showroom Manager.
  • Assist Showroom Manager with operational duties in the showroom (receiving shipments, inventory transactions, send shipments)
  • Support the Showroom Sales Consultants in the sales efforts, quote/order entry, sample requests, processing and collecting payments
  • Proactively manage all new and existing open orders by working with order contacts to ensure delivery of products/orders arrive at the right time at the right place.
  • Manage all communications between internal departments and external clients to ensure order accuracy, timely delivery and client satisfaction.
  • Partner with the Sales Consultant, Client Services, and Technical Support Team to resolve client issues promptly and to the client’s satisfaction.
  • Work with freight companies to track the delivery of shipments and coordinate seamless deliveries to meet client’s expectations.
  • Adjust freight or override freight in certain circumstances, by the Freight Accommodations Guidelines.
  • Arrange balance due payment before shipment.
  • Complete order notes to maintain consistent communication of order status.


Skills on Resume:

  • Customer Service Excellence (Soft Skills)
  • Order Management Proficiency (Hard Skills)
  • Showroom Operations Handling (Hard Skills)
  • Sales Support Coordination (Hard Skills)
  • Communication Management (Soft Skills)
  • Issue Resolution (Soft Skills)
  • Freight Management (Hard Skills)
  • Payment Processing (Hard Skills)

15. Client Support Specialist, Elite Client Solutions, Cheyenne, WY

Job Summary: 

  • Provide exceptional overall client experience to clients using time-sensitive, mission-critical applications.
  • Research and respond to client queries, via email and phone, in a professional manner.
  • Demonstrate a strong sense of ownership for customer issues, show empathy, and keep the customer informed on the status of all open requests.
  • Use multiple types of tools and systems to conduct analysis
  • Analyze valuation disputes and discrepancies, and troubleshoot technical issues
  • Managing customer software support by phone and email.
  • Provides merchant bank card services to existing and new clients and acts as a point of contact for merchant inquiries and communicates via phone and email.
  • Responsible for the setup and maintenance of merchant bank card services and processing systems.
  • Troubleshoot, answer questions and explain technical problems, issues and solutions succinctly, patiently and clearly.
  • Assist with tracking and reporting the client onboarding status to various teams.
  • Stay up to date with the latest POS equipment and applications
  • Maintain requested delivery dates to meet client’s expectations and company guidelines.


Skills on Resume:

  • Client Service Excellence (Soft Skills)
  • Research and Analysis (Hard Skills)
  • Issue Ownership and Empathy (Soft Skills)
  • Software Support Management (Hard Skills)
  • Technical Troubleshooting (Hard Skills)
  • Merchant Services Knowledge (Hard Skills)
  • Onboarding Process Management (Hard Skills)
  • POS Systems Proficiency (Hard Skills)

16. Client Support Specialist, Blue Ridge Systems, Reno, NV

Job Summary: 

  • Accept all incoming referrals for pharmaceutical programs and check them for completeness and accuracy of information
  • Enter information from the referral into CRM & Procura
  • Follow-up with the field nurse directly, ensuring that the nursing visit is scheduled within the agreed-upon time limit
  • Provide information back to PSP / Pharmaceutical referral contact regarding the date of the scheduled visit as well as any delays in scheduling
  • Receive post-visit reports from field nurses and update CRM & Procura.
  • Forward documents to PSP / Pharmaceutical referral contacts
  • Track specific data and information for pharmaceutical companies in CRM & Procura
  • Provide other ongoing administrative help and support to all staff in the PSS Department
  • Participate in ongoing internal and/or external continuing education activities
  • Adhere to Bayshore Policies and Procedures.
  • Must be able to identify and report AE’s to Health Canada, Med Info and enter into source system and third-party systems
  • Participate in quality activities and continuous improvement initiatives in keeping with the company's Quality Management System


Skills on Resume:

  • Data Entry Accuracy (Hard Skills)
  • CRM Proficiency (Hard Skills)
  • Scheduling Coordination (Soft Skills)
  • Communication Skills (Soft Skills)
  • Data Tracking (Hard Skills)
  • Administrative Support (Soft Skills)
  • Regulatory Compliance (Hard Skills)
  • Continuous Improvement Participation (Soft Skills)

17. Client Support Specialist, Willow Consulting, Springfield, IL

Job Summary: 

  • Troubleshoot and solve incoming issues from clients regarding software, services, and local government operations, and general items.
  • Support is specific to fund accounting and utility billing software.
  • Train and coach clients in best practices and knowledge growth in software and services.
  • Responsible for maintaining a high level of professionalism, rapport, and responsiveness with each client in each interaction.
  • Consistently meet or exceed all performance metrics and maintain data confidentiality.
  • Quickly learn new information and technologies in a fast-paced environment.
  • Provide feedback to the leadership to support innovative efforts in software and services.
  • Maintain and update client information in the client service software during and after each ticket.
  • Work with leadership and training teams to stay current on software & service knowledge and company policies.
  • Be responsible for notifying the immediate Supervisor of any Health & Safety risks or concerns.
  • Maintains confidentiality of client and corporate information and discusses same only with appropriate Bayshore personnel


Skills on Resume:

  • Issue Troubleshooting (Hard Skills)
  • Software Training (Hard Skills)
  • Client Relationship Management (Soft Skills)
  • Performance Metrics Adherence (Hard Skills)
  • Rapid Learning Ability (Soft Skills)
  • Feedback Provision (Soft Skills)
  • Data Management (Hard Skills)
  • Confidentiality Maintenance (Soft Skills)

18. Client Support Specialist, Aspen Technologies, Concord, NH

Job Summary: 

  • Act as a product and service expert with the ability to identify client needs and offer bank products that will meet the client’s needs
  • Answer large volume of customer calls, emails and secure message inquiries concerning products, services, notices, statements, etc. related to program offerings
  • Greet and assist customers in a friendly, professional manner
  • Ensure customers experience exceptional service and that the information provided is thorough and accurate
  • Continually maintain a working knowledge of all relevant software, products, and services required to effectively answer customer inquiries
  • Consistently close each call by typing a closing summary that will detail the outcome of the call, the nature of the call, whether the call required escalation or if the call was processed entirely by the Agent
  • Create business requirement documentation based on root cause analysis to provide to product and development teams
  • Delivers New Client Welcome Calls, onboarding new clients when applicable
  • Assists Clients with account log-ins and other admin issues within the system of use
  • Assists with secure uploads and set up for clients
  • Assists clients with uploading documentation into all applicable systems
  • Assists internal partners with client-facing related issues, maintaining direct contact with the client


Skills on Resume: 

  • Product Expertise (Hard Skills)
  • High-Volume Handling (Soft Skills)
  • Customer Service Excellence (Soft Skills)
  • Software Proficiency (Hard Skills)
  • Call Summary Documentation (Hard Skills)
  • Business Documentation (Hard Skills)
  • Client Onboarding (Soft Skills)
  • Technical Support Assistance (Hard Skills)

19. Client Support Specialist, Maple Solutions, Albany, NY

Job Summary: 

  • Provide above-and-beyond service to clients and vendors
  • Provide an advanced level of support and root cause analysis of complex issues by researching the issue and capturing related information from the debugging logs
  • Troubleshoot and diagnose issues to determine the severity and priority of the incident
  • Escalate issues to the necessary engineering, development, and account management teams
  • Document steps taken and provide a complete record suitable for anyone uninvolved in the issue to obtain a clear and concise understanding of the issue and action taken
  • Document processes, enhancements, and changes of internal and client support systems
  • Act as primary liaison between participating groups (internal stakeholders and external clients) to monitor progress/resolution of issues, and manage delivery of resolution to client
  • Own the plan to resolve and communicate regardless of who needs to do what to solve it
  • Become a subject matter expert in all aspects of the product(s) for clients, vendors, and internal stakeholders
  • Continuously evaluate and identify opportunities to drive process improvements that positively impact client and vendor experience.
  • Create, manage, and enhance client knowledge base content
  • Create educational articles and videos.


Skills on Resume:

  • Exceptional Client Service (Soft Skills)
  • Advanced Support Analysis (Hard Skills)
  • Issue Diagnosis (Hard Skills)
  • Issue Escalation (Soft Skills)
  • Documentation Skills (Hard Skills)
  • Liaison Coordination (Soft Skills)
  • Product Expertise (Hard Skills)
  • Process Improvement (Hard Skills)

20. Client Support Specialist, Valley Tech, Santa Fe, NM

Job Summary: 

  • Act effectively and efficiently to tackle client needs
  • Engage in a consultative dialogue and ask probing questions to diagnose issues
  • Anticipate additional client needs and take appropriate actions to tackle problems completely and accurately
  • Understand technical aspects of client-facing technology, common client issues, and resolution techniques (website, app, login credentials, etc)
  • Understand Salesforce, Genesys Pure Cloud, and proprietary transactional systems and can help set client expectations, status, and processing times
  • Efficiently handle multiple client interactions concurrently (email, chat, etc)
  • Collaborate to ensure needs are resolved in a timely manner
  • Advance when required to ensure service commitments are achieved
  • Communicate both verbally and in writing with clients and other internal partners 
  • Ensure resolution of concerns or detailed handoff to the appropriate resource
  • Provide client-facing and operational support on special tasks/projects
  • Work with the client office to resolve incomplete charges or missing information (primarily payor) required to submit a complete claim.


Skills on Resume: 

  • Needs Assessment (Soft Skills)
  • Problem Diagnosis (Soft Skills)
  • Technical Understanding (Hard Skills)
  • System Expertise (Salesforce, Genesys Pure Cloud) (Hard Skills)
  • Concurrent Handling (Soft Skills)
  • Team Collaboration (Soft Skills)
  • Communication Skills (Soft Skills)
  • Project Management (Hard Skills)

21. Client Support Specialist, Riverbend Solutions, Little Rock, AR

Job Summary: 

  • Acquire expertise in the use of the Clinicient product.
  • Interact directly with customers to articulate best practices and to identify, resolve and document usage issues.
  • Work with clients addressing charge issues, missing charge issues, or answering questions about patient accounts.
  • Utilize support tools to track cases and monitor key metrics.
  • Advocate on behalf of the customer and collaborate with internal teams to identify Customer experience, service, product, and process improvements that enhance and support Clinicians value proposition and customer engagement.
  • Identify Customer’s experience, service, product, and process improvements that enhance and support the value proposition and customer engagement.
  • Interact directly with customers to articulate best practices and to identify, resolve and document usage issues.
  • Work with clients addressing charge issues, missing charge issues, or answering questions about patient accounts.
  • Work with the client office to resolve incomplete charges or missing information (primarily payor) required to submit a complete claim.
  • Create educational articles and videos.
  • Utilize support tools to track cases and monitor key metrics.
  • Maintain a positive attitude, and meet deadlines in an efficient and professional manner
  • Provide a world-class customer experience


Skills on Resume:

  • Product Expertise Acquisition (Hard Skills)
  • Customer Interaction and Support (Soft Skills)
  • Issue Resolution (Hard Skills)
  • Case Management Tools Proficiency (Hard Skills)
  • Customer Advocacy (Soft Skills)
  • Content Creation (Hard Skills)
  • Metrics Monitoring (Hard Skills)
  • Professionalism and Timeliness (Soft Skills)

22. Student Client Support Specialist, Summit Strategies, Lincoln, NE

Job Summary: 

  • Receiving and screening referrals to the Passages Connections Program, assessing for eligibility, and otherwise providing referrals to other appropriate programs.
  • Maintaining an ongoing list of incoming and outgoing referrals to and from the Connections program.
  • Maintaining client data and records on an ongoing basis.
  • Managing wait lists for the short-term counseling component of the Connections program.
  • Making and receiving phone calls on behalf of the Connections program
  • Helping maintain a system of filing for the Connections program.
  • Occasional purchasing and delivery of items on behalf of both the Connections program and enrolled clients.
  • Working to provide case management referrals and support to clients with complex needs, as well as researching what community services might be of help to Connections clients.
  • Inputting confidential client data into an electronic database system.
  • Establish and maintain effective working relationships with clients and staff, exercise tact and maintain company and client confidentiality
  • Monitor the completion of escalated tickets, ensure they are completed on time and obtain clarification from technical staff on outstanding tickets
  • Maintain detailed reports of customer service calls including inquiry descriptions and resolutions


Skills on Resume: 

  • Eligibility Assessment (Hard Skills)
  • Data Management (Hard Skills)
  • Client Record Keeping (Hard Skills)
  • Case Management (Soft Skills)
  • Community Service Coordination (Soft Skills)
  • Database System Operation (Hard Skills)
  • Relationship Building (Soft Skills)
  • Report Generation (Hard Skills)

23. Senior Client Support Specialist, Crestview Services, Columbia, SC

Job Summary: 

  • Promoting quality achievement and performance improvement throughout the call center
  • Develop, implement, communicate, and maintain quality plans ensuring that objectives are achieved
  • Ensuring compliance with national standards and legislation
  • Agreeing standards and establishing clearly defined quality methods for staff to apply
  • Defining quality procedures in conjunction with operating staff
  • Setting up and maintaining controls and documentation procedures
  • Establishing standards of service for customers
  • Ensuring the execution of corrective action and compliance with customer’s specifications
  • Maintaining performance by gathering relevant data and producing statistical reports
  • Identifying relevant quality-related training needs and delivering training
  • Persuading reluctant staff to change their way of working to incorporate quality methods
  • Performing call monitoring audits for call center representatives


Skills on Resume:

  • Quality Management (Hard Skills)
  • Compliance Enforcement (Hard Skills)
  • Standardization Techniques (Hard Skills)
  • Documentation Management (Hard Skills)
  • Data Analysis (Hard Skills)
  • Training Development and Delivery (Soft Skills)
  • Persuasive Communication (Soft Skills)
  • Performance Monitoring (Hard Skills)